Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers a Managed Account Program with a negotiable flat annual fee, not exceeding 2.50% of assets under management. Fees are billed quarterly in advance. They also offer a Performance Fee Program with a 1% annual asset management fee and a negotiable performance fee of up to 20% annually based on capital appreciation exceeding the SPDR S&P 500 ETF Trust. Financial planning fees are negotiated between the client and IAR, charged hourly or at a flat rate. Clients may incur additional custodial and product fees. WWM has a guideline minimum of $25,000 in assets to be managed for the Managed Account Program and $50,000 for the Performance Fee Program.
Areas of Practice
Advisor Information
Office location
1501 Belvedere Road, Suite 500-517, West Palm Beach, FL, 33406
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a sole proprietor insurance agent since 2012, dedicating minimal time. He also owns Shift Financial Group LLC and Shift Financial Planning LLC, spending minimal time operating an office and paying expenses for Woodstock Wealth Management, Inc. Finally, Michael is the president of Cambridge at Abacoa HOA Board, spending a few hours per week.